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MasTec delivered strong Q1 FY26 results, with revenue up 35.4% to $3.83B and adjusted EPS of $1.39, beating consensus. Sustained demand momentum across segments and a record backlog support continued double-digit topline growth in FY26. Continued focus on margin optimization along with a healthy topline growth outlook to drive earnings growth over the coming quarters.

Key Takeaways Quanta's backlog reached a record $48.5B as of Q1 2026 as AI-driven power demand accelerated.MasTec raised its 2026 guidance after backlog climbed 28% year over year to $20.3B as of Q1 2026.PWR targets transformer and fabrication expansion while MTZ boosts data center work. The United States infrastructure contracting companies are benefiting from surging investment in power grids, renewable energy, telecom and AI data center buildouts. Market players like Quanta Services, Inc. (PWR - Free Report) and MasTec, Inc. (MTZ - Free Report) , that compete in utility and energy infrastructure markets, are banking on these long-term tailwinds.

Quanta is a leading provider of electric power and utility infrastructure solutions, with a strong focus on transmission, distribution and large-scale energy projects. Meanwhile, MasTec engages in the engineering, building, installation, maintenance and upgrade of energy, communication, utility and other infrastructure.

Let’s closely compare the fundamentals of the two infrastructure stocks to determine which one is a better investment now.

The Case for Quanta StockQuanta’s mix across transmission and distribution, grid hardening, renewable integration and generation gives it multiple paths to participate as those plans become multi-year capital programs. Surging AI-related power demand and expanding utility investments are driving data center project opportunities, making data centers a central pillar of the company’s long-term growth strategy. PWR achieved a record total backlog of $48.5 billion as of March 31, 2026, providing a clear and durable runway for long-term growth. This record includes a 12-month backlog of $28.2 billion and remaining performance obligations of $26.2 billion. The Electric Power Infrastructure Services segment accounted for $40.1 billion of the total backlog.

Besides, Quanta’s ability to self-perform 80-85% of its work keeps more of the execution under its control and can reduce reliance on subcontractors on large programs. It is heavily investing in deepening its vertical supply chain to offset the ongoing global uncertainties and rising inflation. The company expects to invest $500-$700 million over the next several years in power transformer manufacturing facilities and related strategy, which is intended to double transformer manufacturing capacity. Besides, it is also planning to nearly double off-site manufacturing, fabrication and logistics facilities to about 6.7 million square feet.

At its March 2026 Investor Day, management outlined an opportunity to more than double adjusted EPS by 2030, with a 15-20% adjusted EPS growth target and a total addressable market estimate of $2.4 trillion through 2030, anchoring a longer-cycle demand backdrop for Quanta’s platform.

Moreover, the company aims to sustain its integration discipline while continuing to layer in capabilities that fit its self-perform model. In the first quarter of 2026, acquired businesses contributed about $460 million of Electric revenues and about $335 million of Underground and Infrastructure revenues, supporting growth beyond organic end-market demand. Management continues to describe an active pipeline of strategic opportunities and a target leverage profile of 1.5-2x, which frames future tuck-in activity alongside organic investment.

The Case for MasTec StockMasTec is also gaining from sustained demand across multiple infrastructure end markets. Communications growth is supported by rising data consumption, fiber deployment and multiyear broadband initiatives, including BEAD funding. Power Delivery demand is driven by grid modernization, system hardening and rising electricity needs, with data centers expected to materially increase power consumption. Clean Energy and Infrastructure is seeing growth across renewables, industrial projects and mission-critical facilities, including data centers. This diversification reduces reliance on any single market and supports more stable long-term growth.

Backlog reached a record $20.3 billion in the first quarter of 2026, increasing approximately 7% sequentially and 28% year over year, supported by a 1.4x book-to-bill ratio. Management highlighted that backlog does not fully capture ongoing negotiations and verbal awards, indicating additional upside potential. Management highlighted growing opportunities in fiber interconnectivity, transmission infrastructure and turnkey data center construction, positioning MasTec at the center of several multiyear infrastructure trends.

Owing to the robust market trends, MTZ raised its 2026 guidance, as it now expects revenues of approximately $17.5 billion (from $17 billion), adjusted EBITDA of $1.5 billion (from $1.45 billion) and EPS of $8.79 (from $8.40 per share), representing solid year-over-year growth across all metrics. This outlook reflects sustained demand, backlog conversion and improving operational execution, supporting continued earnings growth momentum.

In the first quarter of 2026, adjusted EBITDA increased 73% year over year, with margin expansion of 170 basis points. Power Delivery and Pipeline segments showed notable margin improvements, supported by better execution and project performance. MTZ expects continued margin expansion across segments in 2026, with full-year EBITDA guidance raised to approximately $1.5 billion and margins improving modestly. This reflects a better project mix, pricing improvements and operational discipline.

However, variability in project timing, dwindling cash flow, increasing inflation risks and global political unrest are proving to be near-term growth restrictions for the company. MasTec operates in markets influenced by government policy and regulatory approvals. Renewable energy investment remains tied to policy frameworks and potential changes to incentive structures could impact project activity in Clean Energy and Infrastructure. These factors introduce uncertainty into project pipelines despite favorable long-term demand trends.

Stock Performance & ValuationAs witnessed from the chart below, in the year-to-date period, Quanta’s share price performance is below MasTec's but significantly above the broader Construction sector.

Image Source: Zacks Investment Research

Considering valuation, over the last five years, Quanta has been trading above MasTec on a forward 12-month price-to-earnings (P/E) ratio basis.

Image Source: Zacks Investment Research

Overall, from these technical indicators, it can be deduced that PWR stock offers a slow growth trend but with a premium valuation, while MTZ stock offers a speeding growth trend with a discounted valuation.

Comparing EPS Estimate Trends: PWR vs. MTZThe Zacks Consensus Estimate for PWR’s 2026 and 2027 earnings has trended upward in the past 30 days to $13.95 and $16.39 per share, respectively. The estimates for 2026 and 2027 imply year-over-year growth of 29.8% and 17.5%, respectively.

EPS Trend of PWR

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for MTZ’s 2026 and 2027 earnings has trended upward in the past 30 days to $8.86 per share and $11.77 per share, respectively. The revised estimated figures for 2026 and 2027 imply 35.3% and 32.8% year-over-year growth, respectively.

EPS Trend of MTZ

Image Source: Zacks Investment Research

Return on Equity (ROE) of PWR & MTZ StocksQuanta’s trailing 12-month ROE of 20.5% exceeds MasTec’s average, underscoring its efficiency in generating shareholder returns.

Image Source: Zacks Investment Research

Should You Invest in PWR Stock or MTZ Stock?Quanta and MasTec are both benefiting from the powerful multiyear infrastructure cycle tied to electrification, renewable energy, broadband expansion and AI-driven data center growth. However, the two companies currently present different investment profiles based on momentum, valuation and earnings visibility.

Quanta, which currently sports a Zacks Rank #1 (Strong Buy), continues to stand out through its unmatched scale in electric transmission, grid modernization and utility infrastructure. Management’s target of 15-20% adjusted EPS growth through 2030 further reinforces confidence in Quanta’s durable growth runway. In addition, rising earnings estimates and stronger ROE reflect execution consistency and shareholder efficiency.

MasTec, which currently carries a Zacks Rank #3 (Hold), is also executing well, supported by record backlog, improving margins and strong exposure to broadband, power delivery and renewable infrastructure. The company’s discounted valuation and stronger recent stock momentum may appeal to aggressive growth investors. However, variability in project timing, policy-sensitive renewable exposure and weaker cash-flow trends introduce higher near-term uncertainty.

Thus, compared with MTZ stock, PWR stock’s superior backlog scale, operational control and stronger profitability metric make it the better stock to buy now for investors seeking a more balanced combination of growth, visibility and execution strength. You can see the complete list of today’s Zacks #1 Rank stocks here.

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What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

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Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

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VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

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Stock to Watch: MasTec (MTZ - Free Report) MasTec, Inc. is a leading infrastructure construction company operating mainly throughout North America. The company engages in the engineering, building, installation, maintenance and upgrade of energy, communication, utility and other infrastructure.

MTZ is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. MTZ has a Growth Style Score of B, forecasting year-over-year earnings growth of 35.3% for the current fiscal year.

For fiscal 2026, nine analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.34 to $8.86 per share. MTZ boasts an average earnings surprise of +15.4%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, MTZ should be on investors' short list.

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Key Takeaways MasTec posted a record $20.3B Q1 backlog, up 28% YoY, with a 1.4x book-to-bill.MTZ sees AI data centers boosting demand for power, fiber and turnkey construction across multiple segments.MasTec ended Q1 with ~$1.8B liquidity and $273.7M cash; expects 2026 operating cash flow of more than $1B. MasTec, Inc. (MTZ - Free Report) is benefiting from record backlog levels and strong demand across its Communications, Power Delivery, Clean Energy & Infrastructure and Pipeline segments. Growth is being driven by investments in AI-driven data center connectivity, grid modernization, power infrastructure, natural gas and LNG projects, and broadband expansion. The company is also leveraging its diversified service portfolio, turnkey project capabilities and recent acquisitions to strengthen its market position and capitalize on long-term infrastructure spending trends.

Shares of this global provider of infrastructure services have surged 74.1% year to date compared with the Zacks Building Products - Heavy Construction industry’s 40.7% growth. Its earnings per share (EPS) topped the Zacks Consensus Estimate in all the trailing four quarters, the average surprise being 15.4%.

Image Source: Zacks Investment Research

Notably, MasTec’s 2026 EPS estimates have been revised upward over the past 60 days to $8.86 from $8.56. Although project timing uncertainties and ongoing macro pressures remain headwinds, strong backlog growth and favorable infrastructure demand continue to drive growth.

MasTec stock currently flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Let’s delve into the major driving factors.

Factors Fueling Growth of MTZ StockStrong Backlog and Market Diversity: MasTec highlights its strong backlog and broad market diversity as core pillars driving its record-breaking performance and long-term financial optimism. The company achieved a historic total backlog of $20.3 billion at the end of the first quarter, representing a 28% year-over-year increase. This milestone was supported by a robust consolidated book-to-bill ratio of 1.4x, which accelerated even further to 1.6x within both the Power Delivery and the Clean Energy and Infrastructure segments. Management emphasized that this massive backlog incorporates improved pricing and contract terms negotiated over the past year. Because these higher-margin contracts are just beginning to cycle into production, their positive impact is expected to increasingly flow through the financial results during the remainder of 2026 and into 2027.

Data Center Opportunity Expansion: MasTec is increasingly benefiting from the rapid expansion of AI-driven data center development, which is creating substantial demand for power infrastructure, fiber connectivity and site development services. Management highlighted growing opportunities across data center interconnectivity, long-haul fiber networks, transmission infrastructure and turnkey construction. MasTec’s integrated capabilities across construction management, civil infrastructure, power delivery, telecommunications and maintenance position the company to capture a greater share of this expanding market. Demand for these services is rising as customers seek partners that can execute complex, mission-critical projects with speed, scale and certainty. Beyond data center construction itself, MasTec is positioned to benefit from the broader infrastructure ecosystem required to support these facilities, creating multiple avenues for sustained growth. As turnkey data center solutions continue to mature, management views this opportunity as a meaningful long-term growth driver for the company.

Acquisition: Recent acquisitions have strengthened MasTec’s momentum entering 2026, particularly within the Clean Energy and Infrastructure segment. While the segment continued to deliver strong organic growth of more than 30% year over year, acquired businesses provided an additional performance tailwind and helped support the segment’s 45% revenue growth and 56% EBITDA growth in the first quarter. These strategic transactions, which were executed in late 2025 across two different market segments, have integrated effectively enough to support the company’s ability to raise its full-year guidance and reduce historical levels of seasonality. These bolt-on acquisitions are also expanding MasTec’s self-perform capabilities, geographic reach and turnkey service offering, especially in high-growth areas such as data center development. As these businesses mature within MasTec’s broader operating platform, they are expected to remain an important driver of growth, execution capacity and margin improvement through 2026.

Strong Liquidity: MasTec maintained a solid liquidity position at the end of the first quarter of 2026, with total liquidity of approximately $1.8 billion and cash and cash equivalents of $273.7 million as of March 31, 2026. Net leverage stood at 1.8x, well within the company’s financial policy and supportive of its investment-grade profile. Management emphasized that MasTec’s strong balance sheet provides ample flexibility to pursue a disciplined, returns-focused capital allocation strategy. The company’s priority remains funding robust organic growth, including targeted investments in equipment and capacity to support strong customer demand. MasTec generated $98.9 million of operating cash flow in the quarter and maintained its full-year expectation for operating cash flow to exceed $1 billion, while increasing its 2026 net cash capital expenditure forecast to approximately $220 million to support higher revenue growth.

Other Key PicksOther top-ranked stocks from the Construction sector are:

Comfort Systems USA, Inc. (FIX - Free Report) flaunts a Zacks Rank #1 at present. The company delivered a trailing four-quarter earnings surprise of 39.3%, on average. FIX stock has surged 95.9% year to date.

The Zacks Consensus Estimate for Comfort Systems’ fiscal 2026 sales and earnings per share (EPS) indicates growth of 30.5% and 49.1%, respectively, from the prior-year levels.

 Sterling Infrastructure, Inc. (STRL - Free Report) sports a Zacks Rank of 1 at present. The company delivered a trailing four-quarter earnings surprise of 29.1%, on average. STRL stock has jumped 181.1% year to date.

The Zacks Consensus Estimate for Sterling’s 2026 sales and EPS indicates growth of 48% and 63.3%, respectively, from the prior-year levels.

Quanta Services, Inc. (PWR - Free Report) flaunts a Zacks Rank of 1 at present. The company delivered a trailing four-quarter earnings surprise of 10.3%, on average. PWR stock has climbed 68.6% year to date.

The Zacks Consensus Estimate for Quanta’s 2026 sales and EPS indicates growth of 21.5% and 29.8%, respectively, from the prior-year levels.

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Published in construction

Shares of MasTec, Inc. MTZ have gained 68.9% in the past six months, significantly outperforming the Zacks Building Products - Heavy Construction industry's 35.5% growth. The stock has further outperformed the broader Construction sector and the S&P 500 in the same period.

Posted by Defense World Staff on Apr 27th, 2026

Cwm LLC boosted its holdings in shares of Newell Brands Inc. (NASDAQ:NWL – Free Report) by 78.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 342,663 shares of the company’s stock after buying an additional 150,660 shares during the period. Cwm LLC owned approximately 0.08% of Newell Brands worth $1,275,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. California State Teachers Retirement System boosted its holdings in Newell Brands by 0.6% in the second quarter. California State Teachers Retirement System now owns 384,848 shares of the company’s stock worth $2,078,000 after acquiring an additional 2,108 shares in the last quarter. Osaic Holdings Inc. raised its position in shares of Newell Brands by 19.6% in the 2nd quarter. Osaic Holdings Inc. now owns 14,104 shares of the company’s stock valued at $76,000 after purchasing an additional 2,308 shares during the last quarter. Illinois Municipal Retirement Fund grew its position in Newell Brands by 1.7% during the 3rd quarter. Illinois Municipal Retirement Fund now owns 213,173 shares of the company’s stock worth $1,117,000 after purchasing an additional 3,501 shares during the last quarter. PFG Investments LLC raised its holdings in shares of Newell Brands by 15.8% in the fourth quarter. PFG Investments LLC now owns 26,596 shares of the company’s stock worth $99,000 after buying an additional 3,634 shares during the last quarter. Finally, State of Alaska Department of Revenue lifted its stake in shares of Newell Brands by 1.6% during the fourth quarter. State of Alaska Department of Revenue now owns 239,236 shares of the company’s stock worth $889,000 after buying an additional 3,667 shares during the period. 92.50% of the stock is currently owned by hedge funds and other institutional investors.

Newell Brands Stock Performance Shares of Newell Brands stock opened at $4.23 on Monday. The firm has a 50-day simple moving average of $4.06 and a two-hundred day simple moving average of $4.04. The company has a market cap of $1.80 billion, a P/E ratio of -6.22 and a beta of 0.97. Newell Brands Inc. has a fifty-two week low of $3.07 and a fifty-two week high of $6.64. The company has a debt-to-equity ratio of 1.90, a quick ratio of 0.57 and a current ratio of 1.07.

Newell Brands (NASDAQ:NWL – Get Free Report) last issued its quarterly earnings results on Friday, February 6th. The company reported $0.18 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.18. Newell Brands had a positive return on equity of 9.17% and a negative net margin of 3.96%.The company had revenue of $1.90 billion for the quarter, compared to the consensus estimate of $1.88 billion. During the same quarter in the prior year, the business posted $0.16 earnings per share. Newell Brands’s revenue for the quarter was down 2.7% on a year-over-year basis. Newell Brands has set its Q1 2026 guidance at -0.120–0.080 EPS. As a group, equities analysts predict that Newell Brands Inc. will post 0.56 earnings per share for the current fiscal year.

Newell Brands Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Friday, February 27th were paid a $0.07 dividend. The ex-dividend date of this dividend was Friday, February 27th. This represents a $0.28 dividend on an annualized basis and a yield of 6.6%. Newell Brands’s dividend payout ratio (DPR) is currently -41.18%.

Analysts Set New Price Targets A number of equities research analysts have recently weighed in on the stock. Royal Bank Of Canada set a $4.00 price objective on shares of Newell Brands in a report on Thursday, April 9th. Barclays lowered their price target on Newell Brands from $6.00 to $5.00 and set an “overweight” rating for the company in a research report on Tuesday, April 14th. Weiss Ratings reiterated a “sell (d)” rating on shares of Newell Brands in a research note on Monday, December 29th. Canaccord Genuity Group increased their price objective on Newell Brands from $8.00 to $9.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Finally, Morgan Stanley raised their price objective on Newell Brands from $4.25 to $4.50 and gave the stock an “equal weight” rating in a research note on Tuesday, February 10th. Three analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $4.92.

Get Our Latest Analysis on NWL

Newell Brands Company Profile (Free Report)

Newell Brands Inc, trading on NASDAQ under the ticker NWL, is a global consumer goods company known for its diverse portfolio of household, commercial, and specialty products. Formed through the merger of Newell Rubbermaid and Jarden Corporation in 2016, the company traces its roots back to Newell Manufacturing, which was founded in 1903. Headquartered in Atlanta, Georgia, Newell Brands has built a reputation for widely recognized brands spanning multiple consumer categories.

The company’s business activities are organized across several segments, including writing and creative expression, home solutions, commercial products, and outdoor recreation.

Further Reading Five stocks we like better than Newell Brands

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The market expects Energizer Holdings (ENR - Free Report) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on May 5, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis battery and personal care products company is expected to post quarterly earnings of $0.47 per share in its upcoming report, which represents a year-over-year change of -29.9%.

Revenues are expected to be $665.21 million, up 0.4% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.72% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Energizer?For Energizer, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.41%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Energizer will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Energizer would post earnings of $0.26 per share when it actually produced earnings of $0.31, delivering a surprise of +19.23%.

Over the last four quarters, the company has beaten consensus EPS estimates two times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Energizer appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerNewell Brands (NWL - Free Report) , another stock in the Zacks Consumer Products - Staples industry, is expected to report loss per share of $0.09 for the quarter ended March 2026. This estimate points to a year-over-year change of -800%. Revenues for the quarter are expected to be $1.51 billion, down 3.7% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for Newell Brands has been revised 1.5% down to the current level. Nevertheless, the company now has an Earnings ESP of +2.28%, reflecting a higher Most Accurate Estimate.

This Earnings ESP, combined with its Zacks Rank #3 (Hold), suggests that Newell Brands will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed EPS estimates just once.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Newell Brands reported lower first-quarter sales but raised its full-year sales outlook on expectations that its turnaround strategy will soon drive a return to topline growth.

Newell Brands Inc. (NWL) Q1 2026 Earnings Call Transcript

Key Takeaways NWL posted a narrower Q1 loss and topped sales estimates, driven by pricing and improving demand trends.Newell saw gross margin rise 100 bps as pricing and productivity offset tariffs and volume softness.NWL raised 2026 sales and EPS outlook, expecting growth to return in Q2 as strategic actions gain traction. Newell Brands Inc. (NWL - Free Report) posted first-quarter 2026 reported normalized loss of 5 cents per share, narrower than the Zacks Consensus Estimate of a loss of 9 cents. The company recorded a loss per share of a penny in the year-ago quarter. Net sales of $1.55 billion dipped 1.1% year over year but topped the Zacks Consensus Estimate of $1.51 billion.

Results came in ahead of management’s expectations, aided by improving consumer demand and favorable pricing dynamics. Core sales fell 3.5% year over year, but surpassed management’s expectations on better-than-anticipated category performance and consumer demand, with a net pricing benefit from customer programs, better claims experience and deduction management.

Management noted improving point-of-sale and share trends as investment in innovation and advertising supported demand despite a challenging macro backdrop. The company said it expects to return to top-line growth in the second quarter, as its strategic actions are gaining traction.

Newell shares have gained around 9% in premarket trading after the company posted quarterly results and raised its outlook. In the past six months, the company’s shares have rallied 37.3% against the industry’s 2.2% decline.

Newell’s Margin AnalysisGross margin increased 100 basis points (bps) year over year to 33.1%, as pricing and gross productivity more than offset soft volumes, inflation and tariff costs. Normalized gross margin improved 70 bps to 33.2%, signaling better underlying profitability.

Operating income rose 61.9% to $34 million from $21 million, while normalized operating income jumped 4.2% to $74 million. Normalized operating margin expanded 30 bps to 4.8%, reflecting improved operating performance and disciplined cost management. Normalized EBITDA was $135 million, down 0.7% from $136 million seen in the year-ago period. Our model anticipated an decrease of 23.9% in adjusted EBITDA for the same quarter.

NWL’s Segmental DetailsNet sales in the Home & Commercial Solutions segment were $780 million, down 3.9% from the year-ago period. The decrease was due to a 6.9% decline in core sales, offset by favorable foreign exchange rates. We had expected sales of $778.7 million for the segment.

The Learning and Development segment recorded net sales of $554.3 million, up 3.8% from $572 million in the year-ago quarter. Core sales grew 2%, offset by favorable foreign exchange rates. We had expected net sales of $624 million for the segment.

The Outdoor and Recreation segment’s net sales were $175 million, down 3.8% in the year-ago quarter. Core sales fell 5.7%, offset by favorable foreign exchange. We had expected the segment's net sales to be $172 million.

Other Financial Details of NewellThis Zacks Rank #3 (Hold) company ended the quarter with cash and cash equivalents of $201 million, long-term debt of $4.5 billion, outstanding debt of $5 billion and shareholders’ equity of $2.3 billion.

NWL also used $233 million in cash for operating activities during first-quarter 2026.

Newell Lifts 2026 OutlookNewell updated its outlook for 2026, raising expectations for net sales, core sales and normalized earnings per share. The company now sees full-year net sales flat to up 2% and core sales down 1% to up 1%, while maintaining its normalized operating margin view of 8.6% to 9.2%. It raised its normalized earnings per share (EPS) outlook to 56-60 cents, versus 54-60 cents anticipated earlier. It had earlier guided net sales in the range of down 1% to up 1% and core sales to decline 2% to flat. NWL recorded net sales of $7.20 billion and EPS of 57 cents in 2025.

For the second quarter, management expects net sales to be flat to up 2% and core sales flat to up 2%, with a normalized operating margin of 9.6% to 10.2% and normalized EPS of 16-19 cents. NWL recorded net sales of $1.94 billion and EPS of 24 cents in the year-earlier quarter.

3 Stocks Looking GoodFreshpet, Inc. (FRPT - Free Report) , which is a pet food company, currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Zacks Consensus Estimate for Freshpet’s current financial-year sales indicates growth of 9.3% from the prior-year level. FRPT delivered a trailing four-quarter earnings surprise of 50%, on average.

United Natural Foods (UNFI - Free Report) , which is the leading distributor of natural, organic and specialty food and non-food products, currently carries a Zacks Rank of 2.

The Zacks Consensus Estimate for United Natural Foods’ current financial-year earnings is expected to rise 254.9% from the year-ago reported figure. UNFI delivered a trailing four-quarter earnings surprise of 51.9%, on average.

B&G Foods (BGS - Free Report) , which has a diversified portfolio of brands, including B&G, B&M, Cream of Wheat, Las Palmas and more, currently carries a Zacks Rank of 2. BGS delivered a negative average earnings surprise of 19.5% in the trailing four quarters.

The Zacks Consensus Estimate for BGS’ current financial-year earnings indicates growth of 5.9% from the year-ago number.

ATLANTA--(BUSINESS WIRE)--Newell Brands Inc. (NASDAQ: NWL) announced today the declaration of a quarterly cash dividend of $0.07 per share. The dividend is payable June 15, 2026 to common stockholders of record at the close of trading on May 29, 2026. About Newell Brands Newell Brands (NASDAQ: NWL) is a leading global consumer goods company with a strong portfolio of well-known brands, including Rubbermaid, Sharpie, Graco, Coleman, Rubbermaid Commercial Products, Yankee Candle, Paper Mate, Food.

On May 4, 2026, Tracy L. Platt, Chief Human Resources Officer of Newell Brands (NWL +3.13%), reported the direct sale of 96,169 common shares in an open-market transaction, as disclosed in an SEC Form 4 filing.

Transaction summaryMetricValueShares sold (direct)96,169Transaction value$447,000Post-transaction shares (direct)0Post-transaction value (direct ownership)$0Transaction value based on SEC Form 4 weighted average purchase price ($4.65); post-transaction value after disposition is $0.00 based on May 4, 2026, holdings.

Key questionsHow does the volume of this sale compare to prior insider trading activity by Tracy L. Platt?
This is Platt's only direct open-market sale in the recent period, and the disposition fully exhausted her direct shareholding, with previous administrative transactions (such as awards or withholdings) involving no open-market activity of similar magnitude.What was the timing and pricing context for this transaction?
The shares were sold at a weighted average of around $4.65 per share, with the company's stock priced at $4.61 as of May 4, 2026, and a one-year total return of -12.2% as of the transaction date.Did the transaction affect any indirect holdings or involve any derivative securities?
All shares sold were held directly; there was no participation by trusts, family entities, or derivatives such as options, and post-transaction, Platt holds no direct or indirect equity interest in Newell Brands.Does the transaction reflect an ongoing pattern or a change in disposition cadence?
The trade size matched Platt's entire direct holding, indicating the transaction was driven by available capacity rather than a change in trading approach or an escalation in disposition cadence.Company overviewMetricValueRevenue (TTM)$7.2 billionNet income (TTM)($281 million)Dividend yield6.9%Price (as of market close May 4, 2026)$4.61Company snapshotOffers a diversified portfolio of consumer and commercial products across five segments, including commercial cleaning solutions, home appliances, storage and cookware, writing instruments, baby gear, and outdoor products.Generates revenue through the design, manufacture, sourcing, and distribution of branded goods, leveraging a multi-channel approach that includes retail, e-commerce, and specialty distribution.Serves a broad customer base comprising warehouse clubs, mass merchants, grocery and drug stores, office supply chains, specialty retailers, and online platforms worldwide.Newell Brands is a global consumer goods company with a diverse product lineup and a presence across key household and commercial categories. The company leverages its portfolio of well-known brands to drive sales through both traditional and digital retail channels.

Today's Change

(

3.13

%) $

0.14

Current Price

$

4.62

What this transaction means for investorsWhile it can be a helpful exercise to monitor the buying and selling activity of company insiders, investors should remember that people transact shares for all sorts of reasons, including retirement planning and liquidity needs, that may or may not have anything to do with their conviction in the company they serve.

That said, it does seem notable that Platt liquidated all of her holdings of Newell Brands, reducing her portfolio to zero. The conglomerate, which owns brands including Sharpie, Yankee Candle, Rubbermaid, and Crock-Pot, was down more than 12% year over year on the date of the transaction, though on a total return basis, which includes dividend reinvestment, the stock’s drop was only 6%. Still, that pales in comparison to the S&P 500, which was up nearly 30% over the same time frame.

Newell’s generous 6.9% dividend may appear attractive to income investors, but the high yield appears to be unsafe amid fundamental challenges and macro uncertainties. The company announced its financial results for the first quarter of 2026 on May 1. Net sales of $1.5 billion were 1.1% lower than the prior-year period and core sales declined 3.5%. While its gross and operating margins both expanded slightly, the company remains unprofitable, with a net loss of $33 million, an improvement over the $37 million loss in the prior year.

Sarah Sidlow has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

ATLANTA--(BUSINESS WIRE)--Newell Brands Inc. (NASDAQ: NWL) announced today that President and Chief Executive Officer, Chris Peterson, and Chief Financial Officer, Mark Erceg, will participate in a fireside chat at the dbAccess Global Consumer Conference in Paris at 5:15 a.m. ET (11:15 a.m. CEST) on Wednesday, June 3, 2026. The fireside chat will be webcast and may be accessed by selecting Events & Presentations from the Investors tab of the Newell Brands website at www.newellbrands.com. Th.

Newell Brands (NASDAQ: NWL), a global consumer goods company behind brands including Parker®, Yankee Candle®, DYMO®, Paper Mate®, Waterman®, Spontex®, and Campingaz®, announced a €40 million investment in its French manufacturing and operations network over the next three years. The announcement was made at the Choose France Summit 2026, the annual international business summit organized by President Emmanuel Macron and the French government at the Palace of Versailles.

"France is a strategically important market for Newell, and this announcement underscores our commitment to keeping our French business globally competitive," said Chris Peterson, President and Chief Executive Officer, Newell Brands. "We are planning to invest in automation, digitization, sustainability and workforce development to build a more agile, high-performing business for the long term. We are proud to make this announcement at the Choose France Summit alongside Business France and to continue deepening our partnerships in the country."

A €40 Million Investment Across Four Priority Areas

The investment will be deployed across Newell's sites in France, covering four areas:

Advanced manufacturing automation and new production line capabilities; A comprehensive digitization program leveraging artificial intelligence (AI) and modern manufacturing systems to improve safety, quality, and planning capabilities; Sustainability and infrastructure upgrades; A structured workforce development program focused on upskilling, engineering excellence, and leadership succession to support long-term careers within Newell’s French operations. Deepening a Long-Term Commitment to French Industry

France is one of Newell's top ten international markets and a meaningful part of a global portfolio in which the company’s overall international business represents 39% of total sales. The company has operated in France for over 100 years, with iconic brands including Parker, Waterman, Spontex, and Campingaz produced on French soil across generations. Newell subsidiaries currently operate sites across four major regions in France and employ nearly 1,000 people in the country. This depth of presence makes France a natural focus for Newell’s international strategy.

Reinvesting for Sustainable Growth

This investment is part of Newell's broader strategy to strengthen its competitiveness and drive long-term value creation by directing resources toward its highest-priority growth areas. The plan is enabled in part by the company's use of automation, digitization, and AI to simplify operations and accelerate decision-making. These investments are focused on modernizing facilities and building skills to support long-term employment and industrial resilience.

“France is a cornerstone of Newell's international business, and this planned investment demonstrates our dedication to its continued strength. We are grateful for the support of the French government and Business France, and we look forward to building on that partnership as we continue investing in our operations,” said Max Menozzi, President EMEA and APAC, Newell Brands

About Newell Brands. Newell Brands (NASDAQ: NWL) is a leading global consumer goods company with a strong portfolio of well-known brands, including Rubbermaid, Sharpie, Graco, Coleman, Rubbermaid Commercial Products, Yankee Candle, Paper Mate, FoodSaver, Dymo, EXPO, Elmer’s, Oster, NUK, Spontex, Campingaz, Parker, and Waterman. Newell Brands is focused on delighting consumers by lighting up everyday moments. Additional information about Newell Brands is available on the company’s website, www.newellbrands.com.

Caution Concerning Forward-Looking Statements

Some of the statements in this press release, particularly those relating to driving value or contributing to growth, are forward-looking statements within the meaning of the federal securities laws. Actual results may differ materially from those expressed or implied in the forward-looking statements. Important factors that could cause actual results to differ materially from those suggested by the forward-looking statements include the factors listed from time to time in our SEC filings, including but not limited to our Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and our other SEC filings. The company assumes no obligation to update any forward-looking statements as a result of new information, future events or developments.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260601264156/en/

New York, New York--(Newsfile Corp. - May 11, 2026) - Levi & Korsinsky notifies investors that it has commenced an investigation into Option Care Health, Inc. (NASDAQ: OPCH) ("Option Care Health, Inc.") concerning potential violations of the federal securities laws.

The Q1 2026 earnings report revealed a revenue shortfall against analyst expectations. The Company simultaneously reduced its FY 2026 revenue guidance by up to 3.75% -- a cut of as much as $225 million from the top end of its prior range. The revised outlook of $5.675 billion-$5.775 billion represented a sharp departure from the $5.8 billion-$6.0 billion range that CEO John Rademacher and CFO Meenal Sethna had reaffirmed just 65 days earlier on the Q4 2025 earnings call on February 24, 2026.

The Company cited increased headwinds from the Stelara biosimilar conversion as a contributing factor. On February 24, 2026, CFO Sethna had quantified this headwind at $25 million-$35 million for FY 2026. By April 30, the headwind had increased to $55 million, as "the number of Stelara patients converting to some other therapy" was below expectations, leading to a drop in census and revenue expectations. The projected "400 basis point revenue growth headwind" had quickly jumped to "600 basis points" of CID portfolio headwinds.

If you suffered a loss on your Option Care Health, Inc. securities and would like to explore a potential recovery under the federal securities laws, Learn More About the Investigation or contact Joseph E. Levi, Esq. via email at [email protected] or call (212)363-7500 to speak to our team of experienced shareholder advocates.

WHY LEVI & KORSINSKY: Over the past 20 years, Levi & Korsinsky LLP has established itself as a nationally-recognized securities litigation firm that has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. The firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report as one of the top securities litigation firms in the United States. Attorney Advertising. Prior results do not guarantee similar outcomes.

CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212)363-7500
Fax: (212)363-7171

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/296864

Source: Levi & Korsinsky, LLP

Option Care Health, Inc. (OPCH) Presents at Bank of America Global Healthcare Conference 2026 Transcript

Option Care Health executives reaffirmed $5.8B-$6.0B revenue guidance on February 24, 2026, then slashed the range to $5.675B-$5.775B just 65 days later -- a reduction of up to 3.75%. 

, /PRNewswire/ -- Shareholders who held Option Care Health (NASDAQ: OPCH) watched nearly 30% of their investment vanish after the company disclosed Q1 2026 results that missed revenue expectations and cut FY 2026 guidance by as much as $225 million from the top of the previously stated range. Those who lost money on OPCH are encouraged to submit their information to Levi & Korsinsky . You may also contact Joseph E. Levi, Esq. via email at [email protected]  or by telephone at (212) 363-7500.

On February 24, 2026, during the Q4 2025 earnings call, CFO Meenal Sethna told investors: "We are reaffirming the guidance we announced in January. We expect full-year 2026 revenue of $5.8 billion to $6 billion." CEO John Rademacher added: "We are confident in the guidance we are putting forth and look forward to continuing our track record of execution." On April 30, 2026 -- just 65 days later -- the company revised FY 2026 revenue guidance downward to $5.675 billion to $5.775 billion, a shortfall of up to $225 million from the prior ceiling.

The February reaffirmation came with a disclosed Stelara biosimilar gross-profit headwind of $25 million to $35 million, with a 400-basis-point revenue growth headwind. The April revision instead attributed "a negative 600 basis point revenue growth headwind … due to the lower CID patient retention and therapy mix." Levi & Korsinsky is investigating whether Option Care Health's prior guidance statements adequately reflected information available to management at the time they were made.

OPCH investors who suffered losses are encouraged to contact Levi & Korsinsky to discuss their legal rights . You may also reach Joseph E. Levi, Esq. via email at [email protected]  or by telephone at (212) 363-7500.

WHY LEVI & KORSINSKY -- Ranked in ISS Securities Class Action Services' Top 50 Report for seven consecutive years, Levi & Korsinsky, LLP is a nationally recognized leader in shareholder rights litigation. With a team of over 70 professionals, the firm has recovered hundreds of millions of dollars for investors.

Frequently Asked Questions About the OPCH Investigation

Q: Who is conducting the OPCH investigation?  A: Levi & Korsinsky, LLP is investigating potential securities law violations on behalf of investors who purchased OPCH securities and suffered financial losses. The firm is nationally recognized, ranked in the ISS Top 50 for seven consecutive years, and has recovered hundreds of millions of dollars for aggrieved investors.

Q: Which statements are being investigated as potentially misleading?  A: The investigation concerns whether Option Care Health made materially false or misleading statements regarding its FY 2026 revenue guidance. On February 24, 2026, management reaffirmed a $5.8 billion to $6.0 billion revenue range. On April 30, 2026, the company reduced that range to $5.675 billion to $5.775 billion -- a reduction of up to 3.75%.

Q: How much did OPCH stock drop?  A: Shares fell approximately 26.4% by market open on April 30, 2026, after the company reported a Q1 revenue miss and slashed FY 2026 guidance. Investors who purchased shares at higher prices may have sustained significant losses.

Q: What do OPCH investors need to do right now?  A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected]  or (212) 363-7500. No immediate action is required to remain eligible to participate in the investigation.

Q: What does it cost me to participate?  A: Nothing. Securities investigations are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.

Q: What if I already sold my OPCH shares -- can I still recover losses?  A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought OPCH and sold at a loss may still participate in the investigation.

Q: Do I need to go to court or give testimony?  A: No. Participating in the investigation does not require court appearances or depositions.

CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171

SOURCE Levi & Korsinsky, LLP

NEW YORK, May 14, 2026 (GLOBE NEWSWIRE) -- The law firm of Kirby McInerney LLP reminds investors of its investigation on behalf of Option Care Health, Inc. (“Option Care Health” or the “Company”) (NASDAQ:OPCH) investors concerning the Company’s and/or members of its senior management’s possible violation of the federal securities laws or other unlawful business practices.

[LEARN MORE ABOUT THE INVESTIGATION]

What Happened?

On February 24, 2026, Option Care Health announced fourth quarter 2025 earnings. On the earnings call, the Company’s guidance included a disclosed Stelara biosimilar gross-profit headwind of $25 million to $35 million for FY 2026. The Company also gave full year 2026 revenue guidance of $5.8B-$6.0B. CEO John Rademacher stated: “We are confident in the guidance we are putting forth and look forward to continuing our track record of execution.”

On April 30, 2026, Option Care Health released its first quarter 2026 financial results, including revenue of only $1.35 billion (a 1.3% increase year over year) missing consensus estimates, as well as net income of $45.3 million, down 3.0% year over year, and an adjusted EBITDA of $104.8 million, down 6.3% year over year. The Company also lowered its full year 2026 guidance for revenue from $5.8B-$6.0B to $5.675B - $5.775B. The Company blamed its reduced guidance on “lower CID patient retention and therapy mix.” On this news, the price of Option Care Health shares declined by $6.54 per share, or approximately 24%, from $26.87 per share on April 29, 2026 to close at $20.33 on April 30, 2026.

What Should I Do?

At this stage, no lawsuit has been filed. The investigation is ongoing to determine whether claims may be brought under federal securities laws.

If you purchased or otherwise acquired Option Care Health securities, have information, or would like to learn more about this investigation, please contact Lauren Molinaro of Kirby McInerney LLP by email at [email protected], or fill out the contact form below, to discuss your rights or interests with respect to these matters at no cost.

[LEARN MORE ABOUT SECURITES CLASS ACTIONS]

Kirby McInerney LLP is a New York-based plaintiffs’ law firm concentrating in securities, antitrust, whistleblower, and consumer litigation. The firm’s efforts on behalf of shareholders in securities litigation have resulted in recoveries totaling billions of dollars. Additional information about the firm can be found at Kirby McInerney LLP’s website.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

Contacts
Kirby McInerney LLP        
Lauren Molinaro, Esq.
212-699-1171
https://www.kmllp.com
https://securitiesleadplaintiff.com/
[email protected]

Boston, Massachusetts--(Newsfile Corp. - May 18, 2026) - Block & Leviton is investigating Option Care Health, Inc. (NASDAQ: OPCH) for potential securities law violations. Investors who have lost money in their Option Care Health, Inc. investment should contact the firm to learn more about how they might recover those losses. For more details, visit https://blockleviton.com/cases/opch.

What is this all about?

Option Care Health, Inc.'s stock fell over 30% on April 30, 2026, after the company reported first quarter results and cut its full year revenue guidance. The company attributed the weaker revenue outlook to a larger than expected patient census reset in its chronic inflammatory disease portfolio, including Stelara biosimilar conversions. Earlier in 2026, Option Care Health maintained its full year revenue guidance and said its related patient census assumptions were aligned with expectations.

Who is eligible?

Anyone who purchased Option Care Health, Inc. common stock and has seen their shares fall may be eligible, whether or not they have sold their investment. Investors should contact Block & Leviton to learn more.

What is Block & Leviton doing?

Block & Leviton is investigating whether the Company committed securities law violations and may file an action to attempt to recover losses on behalf of investors who have lost money.

What should you do next?

If you've lost money on your investment, you should contact Block & Leviton to learn more via our case website, by email at [email protected], or by phone at (888) 256-2510.

Whistleblower?

If you have non-public information about Option Care Health, Inc., you should consider assisting in our investigation or working with our attorneys to file a report with the Securities Exchange Commission under their whistleblower program. Whistleblowers who provide original information to the SEC may receive rewards of up to 30% of any successful recovery. For more information, contact Block & Leviton at [email protected] or by phone at (888) 256-2510.

Why should you contact Block & Leviton?

Block & Leviton is widely regarded as one of the leading securities class action firms in the country. Our attorneys have recovered billions of dollars for defrauded investors and are dedicated to obtaining significant recoveries on behalf of our clients through active litigation in the federal courts across the country. Many of the nation's top institutional investors hire us to represent their interests. You can learn more about us at our website www.blockleviton.com, call (888) 256-2510 or email [email protected] with any questions.

This notice may constitute attorney advertising.

CONTACT:
BLOCK & LEVITON LLP
260 Franklin St., Suite 1860
Boston, MA 02110
Phone: (888) 256-2510
Email: [email protected]

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/297823

Source: Block & Leviton LLP

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

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Option Care Health shares lose more than 25% on April 30, 2026, after Q1 2026 revenue falls short of Wall Street expectations and the Company cuts full-year guidance.

, /PRNewswire/ -- Investors who held Option Care Health (NASDAQ: OPCH) shares saw the stock drop 25%-30% after the Company reported Q1 2026 revenue that missed consensus estimates and slashed its FY 2026 revenue outlook from $5.8 billion-$6.0 billion down to $5.675 billion-$5.775 billion. Shareholders who lost money on OPCH are encouraged to submit their information to discuss their legal rights. You may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.

The Q1 2026 earnings report revealed a revenue shortfall against analyst expectations. The Company simultaneously reduced its FY 2026 revenue guidance by up to 3.75% -- a cut of as much as $225 million from the top end of its prior range. The revised outlook of $5.675 billion-$5.775 billion represented a sharp departure from the $5.8 billion-$6.0 billion range that CEO John Rademacher and CFO Meenal Sethna had reaffirmed just 65 days earlier on the Q4 2025 earnings call on February 24, 2026.

The Company cited increased headwinds from the Stelara biosimilar conversion as a contributing factor. On February 24, 2026, CFO Sethna had quantified this headwind at $25 million-$35 million for FY 2026. By April 30, the headwind had increased to $55 million, as "the number of Stelara patients converting to some other therapy" was below expectations, leading to a drop in census and revenue expectations. The projected "400 basis point revenue growth headwind" had quickly jumped to "600 basis points" of CID portfolio headwinds.

If you purchased Option Care Health shares and suffered a loss, click here to discuss your legal rights with Levi & Korsinsky.  You may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.

ABOUT THE FIRM -- For over two decades, Levi & Korsinsky has represented shareholders in securities investigations and actions. Ranked in ISS Top 50 for seven consecutive years.

Frequently Asked Questions About the OPCH Investigation

Q: How much did OPCH stock drop?  A: Shares fell over 25% on April 30, 2026, after the Company reported a Q1 revenue miss and cut FY 2026 revenue guidance by up to 3.75%. Investors who purchased shares at higher prices may be entitled to recovery.

Q: Which statements are being investigated as potentially misleading?  A: The investigation concerns whether Option Care Health made materially false or misleading statements regarding its FY 2026 revenue outlook and the adequacy of its disclosed headwinds. When actual results diverged sharply from prior guidance, the stock price declined significantly.

Q: Who is eligible to participate in the OPCH investigation?  A: Investors who purchased OPCH stock and suffered financial losses may be eligible. Eligibility is based on purchase history and documented losses -- not on whether you still hold the shares.

Q: What do OPCH investors need to do right now?  A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible to participate in the investigation.

Q: What if I already sold my OPCH shares -- can I still recover losses?  A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought OPCH and sold at a loss may still participate in the investigation.

Q: What does it cost me to participate?  A: Nothing. Securities investigations are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.

Q: Has Levi & Korsinsky handled similar cases before?  A: Yes, including securities investigations involving revenue guidance revisions, earnings misrepresentation, and executive misconduct across numerous industries.

CONTACT:\
Levi & Korsinsky, LLP\
Joseph E. Levi, Esq.\
Ed Korsinsky, Esq.\
33 Whitehall Street, 27th Floor\
New York, NY 10004\ 
[email protected] \
Tel: (212) 363-7500\
Fax: (212) 363-7171

SOURCE Levi & Korsinsky, LLP

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith continues its investigation on behalf of Option Care Health, Inc. (“Option Care Health” or the “Company”) (NASDAQ: OPCH) investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN OPTION CARE HEALTH, INC. (OPCH), CONTACT THE LAW OFFICES OF HOWARD G. SMITH ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. Contact the Law Offices of Howard G. Smith to discuss.

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, continues its investigation on behalf of Option Care Health, Inc. (“Option Care Health” or the “Company”) (NASDAQ: OPCH) investors concerning the Company's possible violations of the federal securities laws.IF YOU ARE AN INVESTOR WHO LOST MONEY ON OPTION CARE HEALTH, INC. (OPCH), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.What Happened?On April 30.

On May 29, 2026, Option Care Health Inc OPCH shares fell 3.2%, closing at $20.88. The stock has seen considerable volatility over the past year, with a 52-week high of $36.80 and a low of $18.01.

GF Value™ verdict: Currently priced at $20.88, OPCH is estimated to be 47.9% undervalued compared to its GF Value™ of $40.10. GF Score™ of 81/100 indicates a strong overall ranking, suggesting solid potential for long-term returns. Notable insider activity, with insiders purchasing $1.9 million worth of shares in the last three months, indicating confidence in the company's future. Is OPCH Overvalued or Undervalued? With a GF Value™ of $40.10, Option Care Health Inc OPCH is significantly undervalued at its current price of $20.88. This represents a substantial margin of safety of 47.9%, indicating a potential opportunity for investors. The GF Valuation label suggests that the stock is not only undervalued but also presents a favorable entry point, assuming the company's fundamentals support future growth. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.

Despite the attractive valuation, it is essential to consider the risks involved. The stock has experienced significant declines in recent months, with a year-to-date drop of 34.5%. This downward momentum may deter some investors; however, the underlying value indicated by GF Value™ suggests a divergence between market perception and intrinsic worth.

How Does OPCH's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 16.2x 26.6x Forward P/E 11.4x N/A The current P/E (TTM) of 16.2x is significantly below its 5-year median P/E of 26.6x, indicating that the stock is trading at a valuation that is 39% lower than its historical average. This P/E analysis aligns with the GF Value™ verdict, further reinforcing the notion that OPCH is undervalued compared to its historical trading patterns and future earnings potential.

What Does OPCH's GF Score™ Tell Us? Metric Rating GF Score™ 81/100 Financial Strength 6/10 Profitability 7/10 Growth 9/10 Valuation 4/10 Momentum 4/10 The GF Score™ of 81/100 indicates a robust overall assessment of Option Care Health Inc OPCH , with strong growth potential (9/10) being its standout feature. However, the valuation rank of 4/10 suggests some concerns regarding its current pricing relative to earnings. The financial strength of 6/10 and profitability rank of 7/10 indicate a stable financial position, but the lower momentum rank may reflect recent market performance challenges.

What Are Insiders Doing with OPCH Stock? In the past three months, insiders have demonstrated confidence in Option Care Health Inc by purchasing $1.9 million worth of shares, with no recorded sales. This pattern of insider buying can be a positive signal, suggesting that those with the most intimate knowledge of the company believe in its future prospects. Such actions often reflect a belief in the underlying value and potential for recovery or growth, despite the current market pressures.

What This Means for Investors Based on the GF Value™ assessment indicating that OPCH is 47.9% undervalued, the stock presents a potential opportunity for investors looking for value plays in the healthcare sector. However, the recent price performance and market volatility warrant a cautious approach, considering the risks inherent in the current market environment.

For the complete analysis, visit the Option Care Health Inc OPCH stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is OPCH's GF Score™?

OPCH's GF Score™ is 81/100, indicating a strong overall ranking that suggests solid potential for long-term returns based on key performance metrics.

Is OPCH overvalued or undervalued?

According to the GF Value™ assessment, OPCH is undervalued at its current price of $20.88, which is significantly below its estimated fair value of $40.10.

What is OPCH's P/E ratio?

OPCH has a P/E (TTM) of 16.2x, which is considerably lower than its 5-year median P/E of 26.6x, confirming that the stock is trading at a lower valuation than its historical averages.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

June 04, 2026 07:00 ET  | Source: Option Care Health, Inc.

BANNOCKBURN, Ill., June 04, 2026 (GLOBE NEWSWIRE) -- Option Care Health, Inc. (NASDAQ: OPCH), the nation’s largest independent provider of home and alternate site infusion services, announced the appointment of Robert Okunski as Vice President, Investor Relations effective May 26, 2026.

In this role, Okunski will lead the Company’s investor relations strategy and serve as the primary liaison between Option Care Health and the investment community. He will be responsible for communicating the Company’s business strategy, financial performance, capital allocation priorities and long-term growth opportunities to investors, analysts and other key stakeholders.

“Bob brings more than two decades of investor relations leadership experience across healthcare, technology and energy industries,” said Meenal Sethna, Chief Financial Officer of Option Care Health. “His proven track record of building best-in-class investor relations programs, strengthening investor engagement and enhancing transparency, elevating corporate visibility, will be invaluable as we continue to execute our growth strategy and create long-term shareholder value.”

Okunski joins Option Care Health from Enhabit Home Health & Hospice, where he served as Vice President of Investor Relations. During his tenure, he led the company’s investor relations strategy, enhanced engagement with institutional investors and analysts, and increased the company’s visibility within the investment community.

Prior to Enhabit, Okunski held senior investor relations leadership positions at Velo3D Inc., SunPower Corporation, Spansion Inc. and PeopleSoft.

Okunski holds a Master of Business Administration from Moravian University and a Bachelor of Arts from Colgate University.

About Option Care Health

Option Care Health is the nation’s largest independent provider of home and alternate site infusion services. With over 8,000 team members including more than 5,000 clinicians, we work compassionately to elevate standards of care for patients with acute and chronic conditions in all 50 states. Through our clinical leadership, expertise and national scale, Option Care Health is reimagining the infusion care experience for patients, customers and team members. To learn more, please visit our website at optioncarehealth.com.

For Investor Inquiries:

, /PRNewswire/ -- Erie Indemnity Company (NASDAQ: ERIE) will host a pre-recorded audio webcast with the financial community providing financial results for the first quarter 2026 on Friday, April 24th, at 10 a.m. Eastern Time. Erie Indemnity will issue a press release reporting its results after the close of the market on Thursday, April 23rd.

The pre-recorded audio will be available on the company's Investor Relations website at www.erieinsurance.com/investors

To access the pre-recorded audio via phone, please go to this link (registration link), and you will be provided details. To avoid delays, we encourage participants to dial into the conference call fifteen minutes ahead of the scheduled start time.

To automatically receive Erie Indemnity financial news by email, please visit www.erieinsurance.com and subscribe to email alerts.

About Erie Insurance

Erie Insurance Group, based in Erie, Pennsylvania, is the 11th largest homeowners insurer, 12th largest automobile insurer and 10th largest commercial lines insurer in the United States based on direct premiums written, according to AM Best Company. Founded in 1925, Erie Insurance is a Fortune 500 company and the 16th largest property/casualty insurer in the United States based on net premiums written. Rated A (Excellent) by AM Best, ERIE has nearly seven million policies in force and operates in 12 states and the District of Columbia. News releases and more information are available on ERIE's website at www.erieinsurance.com

SOURCE Erie Indemnity